Appeals: Navigating Examination Cases through the Appeals Process

$49.00

Target Audience:  CPAs, EAs, Annual Filing Season Program Participants

Field of Study: Taxation (NASBA); Federal Tax/Tax Related Matters (IRS)

Seminar Level: Beginner


IMPORTANT INFORMATION REGARDING CONTINUING EDUCATION CREDIT: THE IRS ACCEPTS THIS SEMINAR FOR ONE (1) CONTINUING EDUCATION CREDIT FOR ENROLLED AGENTS (EA) AND ANNUAL FILING SEASON PROGRAM (afsp) PARTICIPANTS. Others, PLEASE CONSULT WITH YOUR RESPECTIVE STATE LICENSING AGENCY REGARDING ACCEPTABILITY OF THIS CREDIT. 

Note: the credit received from this seminar qualifies as continuing education that is required to obtain the voluntary AFSP – record of completion. however, this website does not offer the AFSP annual federal tax refresher (AFTR) course.

IRS COMMUNICATIONS AND LIAISON IS REGISTERED WITH THE NATIONAL ASSOCIATION OF STATE BOARDS OF ACCOUNTANCY (NASBA) AS A SPONSOR OF CONTINUING PROFESSIONAL EDUCATION ON THE NATIONAL REGISTRY OF CPE SPONSORS. STATE BOARDS OF ACCOUNTANCY HAVE FINAL AUTHORITY ON THE ACCEPTANCE OF INDIVIDUAL COURSES FOR CPE CREDIT. COMPLAINTS REGARDING REGISTERED SPONSORS MAY BE SUBMITTED TO THE NATIONAL REGISTRY OF CPE SPONSORS THROUGH ITS WEBSITE: WWW.LEARNINGMARKET.ORG.

DISCLAIMER: THIS SEMINAR WAS FILMED IN DENVER, COLORADO, ON JULY 29, 2015, AND THE INFORMATION WAS CORRECT AT THE TIME OF RECORDING.

The IRS Office of Appeals presented this seminar at the 2015 IRS Nationwide Tax Forum.

This seminar explains how examination cases go through the Appeals process from start to finish. In addition to highlighting the different work streams, the seminar discusses Appeals independence and recent policy changes that affect new information or issues introduced during the Appeals process. The seminar also reviews how to communicate with Appeals, expectations for an effective hearing, and what options are available if a settlement is not reached. The seminar highlights some tips for working with Appeals in order to be fully prepared for the Appeals process and will discuss pre- and post-Appeals mediation options for the various work streams.

By the end of this presentation, you will be able to:

  • Recognize the mission of the IRS Office of Appeals
  • Identify when a taxpayer should file a protest to take a case to the IRS Office of Appeals
  • Recall outcomes of the role-play scenarios featured in the presentation
  • Identify the Alternative Dispute Resolution (ADR) services available to taxpayers and the publication that provides information on ADR 

No prerequisites or advanced preparation are required for this seminar.